Monthly Research Report Summary Slide Decks – Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Participant Website Videos – Go behind-the-login and take a first-hand look at the online resources being offered to plan participants by your competitors.

Participant Collateral Materials – All collateral materials and communications that we receive are available for subscribers to view or download online. This includes account statements, confirmations, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key participant site features offered by all Retirement Plan Monitor firms.

Analyst Support – Personalized research support from our experienced Retirement Plan Monitor team.

Andrew Way

Senior Analyst, Retirement Plan Monitor and RPM-InstitutionalAndrew Way heads the Retirement group at Corporate Insight which consists of the Retirement Plan Monitor and Retirement Plan Monitor – Institutional research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.